CFFP
MCO icon

Center for Financial Planning’s Moody's MCO Stock Holding History

Center for Financial Planning’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$120K Sell
266
-4
-1% -$1.8K 0.01% 222
2026
Q1 		$118K Hold
270
– – 0.01% 214
2025
Q4 		$138K Buy
270
+133
+97% +$64.9K 0.01% 198
2025
Q3 		$65.3K Sell
137
-21
-13% -$10.6K 0.01% 274
2025
Q2 		$79.3K Hold
158
– – 0.01% 245
2025
Q1 		$73.6K Hold
158
– – 0.01% 239
2024
Q4 		$74.8K Hold
158
– – 0.01% 226
2024
Q3 		$75K Hold
158
– – 0.01% 208
2024
Q2 		$66.5K Hold
158
– – 0.01% 210
2024
Q1 		$62.1K Hold
158
– – 0.01% 215
2023
Q4 		$61.7K Hold
158
– – 0.01% 202
2023
Q3 		$50K Hold
158
– – 0.01% 216
2023
Q2 		$54.9K Hold
158
– – 0.01% 212
2023
Q1 		$48.4K Sell
158
-41
-21% -$12.4K 0.01% 221
2022
Q4 		$55.4K Sell
199
-26
-12% -$7.11K 0.01% 210
2022
Q3 		$55K Buy
225
+26
+13% +$7.55K 0.01% 203
2022
Q2 		$54K Hold
199
– – 0.01% 213
2022
Q1 		$67K Hold
199
– – 0.01% 208
2021
Q4 		$78K Hold
199
– – 0.02% 189
2021
Q3 		$71K Hold
199
– – 0.02% 185
2021
Q2 		$72K Sell
199
-51
-20% -$17K 0.02% 188
2021
Q1 		$75K Hold
250
– – 0.02% 178
2020
Q4 		$73K Hold
250
– – 0.02% 172
2020
Q3 		$72K Sell
250
-35
-12% -$9.99K 0.02% 164
2020
Q2 		$78K Hold
285
– – 0.03% 155
2020
Q1 		$60K Sell
285
-65
-19% -$15.8K 0.02% 163
2019
Q4 		$83K Buy
+350
New +$77.8K 0.02% 150

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Center for Financial Planning's MCO Position: Q2 2026 in Review

Center for Financial Planning reduced its Moody's (MCO) stake by 1.5% in Q2 2026, selling an estimated $1.8K and leaving 266 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #222.

Center for Financial Planning first reported a position in MCO in Q4 2019 and has held it in 27 quarters since. The position peaked at $138K in Q4 2025. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Center for Financial Planning held 266 shares of Moody's worth $120K as of Q2 2026.
  • Center for Financial Planning sold 4 Moody's shares in Q2 2026, an estimated $1.8K.
  • Moody's made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #222 holding.
  • Center for Financial Planning first reported a position in Moody's in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Moody's position peaked at $138K in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.